Mark Schulten, CFP®
Managing Partner
Since 1984, TSG Wealth Management's Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals1. Mark graduated from UCLA with a degree in economics and obtained his CERTIFIED FINANCIAL PLANNER® certification from the University of Denver in 1990.
In 1992, along with his father, Warren Schulten, Founder, Mark founded The Schulten Group. In 2019, he and his team rebranded and expanded their operation into what is now TSG Wealth Management. Mark has brought together a dynamic and successful team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. As a testament to their team effort, Mark has received many accolades from 2015-2024 as one of Barron’s Top 100 Independent Advisors2 and also from 2016-2024 in Forbes Top 250 Wealth Advisors.3
In addition to his financial success, Mark is committed to leading by example in the community, recognizing the importance of giving back through philanthropy. He serves as a trustee for the Earl B. and Loraine H. Miller Foundation which has provided over $50 million in support of organizations supporting the health and well-being of children in need.
Personally, he and his wife, Lisa, enjoy boating, skiing and golfing, especially with their two children Ryan and Alexa.
Mark's favorite quote is "No matter how you feel... Get Up, Dress Up, Show Up and Never Give Up."
NV Insurance License #3283994
CA Insurance License #0A37735
Resident state: NV
You may not know this about Mark Schulten...
When Mark was young he always wanted to be in the finance industry. His constant fascination with creating business opportunities has lead to the amazing team at TSG Wealth Management.
1 Wells Fargo Advisors Financial Network does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.
2 2024 Barron’s Top 100 Independent Advisors: Awarded September 2024; Data Compiled by Barron's based on the time period from July 2023 - June 2024 (Source: Barrons.com). 2023 Barron’s Top 100 Independent Advisors: Awarded September 2023; Data Compiled by Barron's based on the time period from July 2022 - June 2023 (Source: Barrons.com). 2022 Barron’s Top 100 Independent Advisors: Awarded September 2022; Data Compiled by Barron's based on the time period from July 2021 - June 2022. 2021 Barron’s Top 100 Independent Advisors: Awarded September 2021; Data Compiled by Barron's based on the time period from July 2020 - June 2021. 2020 Barron’s Top 100 Independent Advisors: Awarded September 2020; Data Compiled by Barron's based on the time period from July 2019 - June 2020. 2019 Barron’s Top 100 Independent Advisors: Awarded September 2019. Data Compiled by Barron's based on the time period from July 2018 - June 2019. 2018 Barron’s Top 100 Independent Advisors: Awarded September 2018; Data Compiled by Barron's based on the time period from July 2017 - June 2018. 2017 Barron’s Top 100 Independent Advisors: Awarded September 2017; Data Compiled by Barron's based on the time period from July 2016 - June 2017. 2016 Barron’s Top 100 Independent Advisors: Awarded August 2016; Data Compiled by Barron's based on the time period from July 2015 - June 2016. 2015 Barron’s Top 100 Independent Advisors: Awarded August 2015; Data Compiled by Barron's based on the time period from July 2014 - June 2015. The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Top 250 Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Top 250 Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top 250 Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top 250 Wealth Advisors: Awarded September 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 06/30/17. 2016 Forbes Top 250 Wealth Advisors: Awarded August 2016. Data compiled by SHOOK Research LLC based on the time period from 6/30/15 - 06/30/16. The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.